Services
Need a ‘part-time’ CFO, or just a little help with the day-to-day?
We can tailor our financial assistance to meet the individual needs of your business.
CFO Advisory
Essentially a part-time Chief Financial Officer for your business — most companies can benefit from the guidance of a CFO, and we provide this high-level expertise on an ‘as needs’ basis. We specialise in servicing start-up companies and rapid growth businesses.
Beginning with a thorough Business Review, our CFO investigates existing financial systems, identifies areas for remediation or improvement, works collaboratively to resolve any complexities, and establishes and maintains on-going, sound financial practises.
- Business Reviews and Analysis
- Internal, External and Board-Level Reporting
- Business Planning and Budgeting — for internal or external purposes
- Accounting System Set-up — to align with business structure
- Automation, Documentation and Streamlining of Financial Processes
- Company Secretarial Services — ASIC administration, Capital Table management
- Employee Stock Ownership Planning (ESOP) — establishment, execution and ongoing maintenance
- Establishment of Financial Governance and Controls, Procedures and ‘Delegation of Authority’
- Grant Assistance
Accounting
We offer a full suite of services to assist with day-to-day and ‘Month End’ business account management.
- ‘Month End’ Reconciliation, Accounting and Reporting
- Tax Assistance — BAS preparation, Fringe Benefit Tax, Payroll Tax
- Profit and Loss, Balance Sheet and Cash Flow — Statement Preparation and Review
- Employee Entitlements — Superannuation, Workers’ Compensation, Annual Leave and Long Service Leave calculations
- Performance Analysis and Commentary on Trend and Budget
- Audits, Financial Statements, ITR management — in collaboration with external accounting firms
Human Resources
Our HR team offer advice and assistance with all manner of recruitment and employment considerations.
- General HR Advice
- Recruitment and Job Descriptions
- Employment Contracts
- Remuneration and Benefits Policy Establishment
- Leave Entitlement Advice — including Long Service Leave
- Employee Handbooks and Employment Policies
Bookkeeping
We can handle all aspects of Invoicing, Payroll and Xero administration.
- ‘Accounts’ Inbox Management
- Invoice Generation
- Payment of Invoices
- Bank Reconciliation
- Debt Collection
- Xero Management
- Payroll Management — including onboarding of employees
- Cashflow Management
